Expert Billing Support Specialist
1 month ago
Datasite is a leading provider of data rooms and SaaS technology used in M&A and other high-value transactions, operating globally. As an Expert Billing Support Specialist, you will play a vital role in delivering exceptional client experiences.
About the Role- Support clients and Sales teams with billing-related inquiries and issues in a highly technical environment.
- Provide expert assistance to clients, Sales, and internal stakeholders on complex billing matters.
- Triage customer requests and collaborate with various departments to ensure timely resolution.
- Route unresolved issues to the appropriate team for swift resolution.
- Analyze invoice charges and provide detailed explanations using billing and data usage reports.
- Generate invoices, summary of invoices (SOI), and cost to date (CTD) using Microsoft Excel and Salesforce systems.
- Collaborate with Legal, Treasury, and Security & Compliance to complete vendor forms and provide banking information.
- Verify customer purchase orders and perform analysis to correlate with customer invoices.
- Assist with general Finance inquiries and administrative tasks.
- Maintain accurate and timely deliverables for clients and monitor progress.
- Capture all service requests, interactions, and communications in Salesforce Billing Console.
- Foster positive relationships with clients, Sales, and internal departments.
- Bachelor's degree in Business Administration, Accounting, Finance, or related field.
- 3-5 years of experience in billing support or product support environment.
- Strong knowledge of Salesforce and advanced Excel skills.
- Excellent analytical and problem-solving skills with high learning agility.
- Ability to multitask in a time-sensitive environment.
- Strong communication skills to explain technical terms effectively.
- Team collaboration and organizational skills are essential.
This role requires a remote work location with high-speed internet access. As a global organization, Datasite values diversity and maintains an equal opportunity employer policy.
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